ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 36 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,845 | -5.6% | 18,325 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $641,742 | +3.3% | 18,325 | 0.0% | 0.03% | +4.0% |
| Q1 2023 | $621,384 | +2.1% | 18,325 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $608,733 | +8.3% | 18,325 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $562,000 | +21.1% | 18,325 | +28.1% | 0.02% | +25.0% |
| Q2 2022 | $464,000 | -18.9% | 14,300 | -5.3% | 0.02% | -13.0% |
| Q1 2022 | $572,000 | – | 15,094 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 14,743 | $478,000 | 0.49% |
| Biltmore Family Office, LLC | 16,927 | $549,000 | 0.14% |
| Better Money Decisions, LLC | 4,611 | $149,000 | 0.13% |
| Armor Investment Advisors, LLC | 1,872 | $61,000 | 0.04% |
| JNBA Financial Advisors | 8,016 | $260,000 | 0.04% |
| PECAUT & CO. | 2,082 | $67,000 | 0.04% |
| Clarius Group, LLC | 6,770 | $219,000 | 0.02% |
| Avantax Planning Partners, Inc. | 14,300 | $464,000 | 0.02% |
| Cetera Advisors LLC | 17,096 | $554,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,490 | $48,000 | 0.01% |